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It May Be Too Little Too Late

publication date: Feb 1, 2021
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With the ability to stop it before it started now behind us, in my view, enterprise valuation and a focus on net cash and future expected free cash flow within companies with strong competitive advantages that are tied to secular growth trends is still the best way to combat this type of environment. But investors need to keep their guard up. We could be headed for some crazy market action in the coming months.


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